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Washington Trust Advisors
What we value is you.™ | Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning,...
Overview
What we value is you.™ | Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors and other institutional investors for more than a century. WASHINGTON TRUST ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-04, it reported 21 employees; 1,779 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1978
Location
Region
North America
Country
United States
City
Wellesley
Corporate office
Wellesley, MA, United States
Frequently asked questions
What regulatory body oversees Washington Trust Advisors?
Because the advisory unit resides within a federally chartered bank holding company, it operates under oversight from the Federal Reserve and the Office of the Comptroller of the Currency in addition to standard SEC investment-advisor registration requirements. This layered regulatory framework imposes capital adequacy, trust accounting, and fiduciary conduct standards that extend beyond those required of standalone registered investment advisors.
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